Use CData Connect AI to Access HCL Domino Data in Microsoft Power Pivot

This article will explain how to use CData Connect AI to present HCL Domino data as OData services and then consume the data in Microsoft Excel's Power Pivot business intelligence tool. Follow the steps below to retrieve HCL Domino data in Power Pivot.

Connect to HCL Domino from Power Pivot

To work with HCL Domino data from Power Pivot, we need to connect to HCL Domino from Connect AI, provide user access to the connection, and create a Workspace for the HCL Domino data.

Connect to HCL Domino from Connect AI

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "HCL Domino" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to HCL Domino.

   Connecting to Domino

   To connect to Domino data, set the following properties:

   • URL: The host name or IP of the server hosting the Domino database. Include the port of the server hosting the Domino database. For example: http://sampleserver:1234/
   • DatabaseScope: The name of a scope in the Domino Web UI. The driver exposes forms and views for the schema governed by the specified scope. In the Domino Admin UI, select the Scopes menu in the sidebar. Set this property to the name of an existing scope.

   Authenticating with Domino

   Domino supports authenticating via login credentials or an Entra ID (formerly Azure AD) OAuth application:

   Login Credentials

   To authenticate with login credentials, set the following properties:

   • AuthScheme: Set this to "OAuthPassword"
   • User: The username of the authenticating Domino user
   • Password: The password associated with the authenticating Domino user

   The driver uses the login credentials to automatically perform an OAuth token exchange.

   EntraID (formerly AzureAD)

   This authentication method uses Entra ID (formerly Azure AD) as an IdP to obtain a JWT token. You need to create a custom OAuth application in Entra ID (formerly Azure AD) and configure it as an IdP. To do so, follow the instructions in the Help documentation. Then set the following properties:

   • AuthScheme: Set this to "EntraID (formerly AzureAD)"
   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • OAuthClientId: The Client ID obtained when setting up the custom OAuth application.
   • OAuthClientSecret: The Client secret obtained when setting up the custom OAuth application.
   • CallbackURL: The redirect URI defined when you registered your app. For example: https://localhost:33333
   • AzureTenant: The Microsoft Online tenant being used to access data. Supply either a value in the form companyname.microsoft.com or the tenant ID.

     The tenant ID is the same as the directory ID shown in the Azure Portal's Entra ID (formerly Azure AD) > Properties page.

   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add HCL Domino Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

Configure HCL Domino Endpoints for Power Pivot

After connecting to HCL Domino, create a workspace for your desired table(s).

1. Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace). 👁 The Workspaces page.
   👁 Adding a new Workspace.
   
2. Click Add to add new assets to the Workspace.
3. Select the HCL Domino connection (e.g. Domino1) and click Next. 👁 Selecting an Asset (Salesforce is shown).
   
4. Select the table(s) you wish to work with and click Confirm. 👁 Selecting Tables (Salesforce is shown).
   
5. Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}

With the connection, PAT, and Workspace configured, you are ready to connect to HCL Domino data from Power Pivot.

Import HCL Domino Tables in Power Pivot

Follow the steps below to import tables that can be refreshed on demand:

1. In Excel, click Data -> Get Data -> From Other Sources -> From OData Feed 👁 Starting the OData connection.
   
2. Fill out the OData feed URL (e.g. https://cloud.cdata.com/api/odata/{workspace_name}) 👁 The URL of the OData endpoint for Connect AI.
   
3. On the next screen, select Basic and configure the username and password. Password will be your PAT. 👁 Authenticating with Connect AI
   

4. Select the tables that you would like to import into Excel 👁 Selecting tables (Salesforce is shown.)
   

5. After selecting your table(s) and clicking Load, you should see the data appear in an Excel spreadsheet 👁 Loading tables (Salesforce is shown.)
   

6. Now, click the Power Pivot tab on the ribbon, and then select Add to Data Model. 👁 Loading data into Power Pivot (Salesforce is shown.)
   This can now work with your HCL Domino data in Power Pivot.

   👁 The Pivot Table that is consuming OData feeds from Connect AI. (Salesforce is shown.)
   

Free Trial & More Information

If you are interested in connecting to your HCL Domino data (or data from any of our other supported data sources) from Power Pivot, sign up for a free trial of CData Connect AI today! For more information on Connect AI and to see what other data sources we support, refer to our CData Connect AI page.